Paraplanner Specialist Role
We are seeking a highly motivated and proactive individual to join our dynamic team as a Paraplanner Specialist in Dublin.
Key Responsibilities:
1. Develop Financial Strategies: Conduct research and technical analysis to support client financial strategies.
2. Provide Technical Support: Assist Relationship Managers in providing technical support and capturing meeting notes during client meetings.
3. Write Reports: Draft suitability reports and advice documentation across pensions, investments, protection, and estate planning.
Benefits:
* Opportunity for Growth: This role offers opportunities for growth and development in a dynamic and fast-paced environment.
* Competitive Remuneration: Competitive remuneration package including CF-3, CF-4, CF-9, and CF-10 designation under the Central Bank's Fitness & Probity standards.